Sirios Capital Management L P has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $477 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $43.7M, Amazon Com Inc with a value of $33.1M, Globus Medical Inc with a value of $30.5M, Alcon Inc with a value of $25.8M, and Carlyle Group Inc. with a value of $21.5M.
Examining the 13F form we can see an decrease of $16.5M in the current position value, from $493M to 477M.
Sirios Capital Management L P is based out at Boston, MA
Below you can find more details about Sirios Capital Management L P portfolio as well as his latest detailed transactions.
Portfolio value
$477 Million
Technology: $126 Million
Healthcare: $119 Million
Industrials: $106 Million
Financial Services: $49.7 Million
Consumer Cyclical: $41.9 Million
Utilities: $16 Million
Communication Services: $9.77 Million
Consumer Defensive: $5.77 Million
Other: $2.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
